Siebel Consumer Goods Guide > Deductions and Claims >

Reviewing Account Credit Memos (End User)

Customer financial services representatives can review all credit memos that are issued to an account and payments that are issued against credit memos.

This task is a step in Process of Managing Account Promotion Deductions.

To review an account credit memo

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account, and click the Credit Memos view tab.
3. In the Credit Memos list, select the credit memo record for which you want to view payments.
4. Scroll down, and click the Credit Memo view tab.

   Details about the credit memo appear in the form. Payments against the selected credit memo appear in the Payments list.